A WORLDWIDE INITIATIVE OF INDEPENDENT EXPERTS
Family governance | Transfer of family business | Structuring the business | Family charter | Information and influence of family members | Control and finance of family assets | Estate planning | Inheritance tax | Foundations | Trusts | Family properties | Core family values | Family disputes | Matrimonial law | Emigration and immigration | Wealth protection | Will and living will | Family meetings | Philanthropy | Education of family members | Pre-marital and post-marital agreements | Real properties
Foundations
Principal Residence Trust
Setting up a trust to hold a family home can provide tax benefits and asset protection. The family home is often one of the key family assets. It can be the object of friction among family members, and be subject to tax on sale or death, unless proper planning is...
What you need to know about setting up an offshore trust for a Chinese high net worth individual (“HNWI”)?
Issues arising from setting up an offshore trust for a Chinese HNWI include the recognition of the trust itself and other legal and tax constraints. As more Chinese HNWIs have realized the unique benefits of offshore trust, especially in the areas of asset protection...
How could PRC community property rules impact offshore trust planning?
Property acquired during marriage will be presumed as community property if not otherwise structured. Property planning helps to obtain clean title to the assets that a PRC settlor wishes to contribute to an offshore trust, and thus prevents potential risks and...
Should I use a Liechtenstein foundation as a private trust company for my family trusts?
Many families use trusts as an estate planning vehicle and for wealth preservation. Increasingly, instead of using a trustee company owned by a financial service provider, a private trust company (PTC) is appointed as a trustee. The use of a Liechtenstein foundation...
